CWP
Curated Wealth Partners’s Toro Company TTC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
8,610
| – | – | 0.07% | 84 |
|
|
2025
Q1 | $626K | Buy |
8,610
+1,147
| +15% | +$83.4K | 0.08% | 79 |
|
|
2024
Q4 | $598K | Buy |
7,463
+2,233
| +43% | +$179K | 0.07% | 76 |
|
|
2024
Q3 | $454K | Hold |
5,230
| – | – | 0.06% | 89 |
|
|
2024
Q2 | $489K | Buy |
+5,230
| New | +$489K | 0.07% | 78 |
|
|
2024
Q1 | – | Sell |
-6,904
| Closed | -$663K | – | 130 |
|
|
2023
Q4 | $663K | Buy |
6,904
+2,179
| +46% | +$209K | 0.11% | 72 |
|
|
2023
Q3 | $393K | Hold |
4,725
| – | – | 0.07% | 88 |
|
|
2023
Q2 | $480K | Hold |
4,725
| – | – | 0.09% | 74 |
|
|
2023
Q1 | $525K | Hold |
4,725
| – | – | 0.12% | 64 |
|
|
2022
Q4 | $535K | Hold |
4,725
| – | – | 0.13% | 60 |
|
|
2022
Q3 | $408K | Hold |
4,725
| – | – | 0.12% | 72 |
|
|
2022
Q2 | $357K | Sell |
4,725
-473
| -9% | -$35.7K | 0.1% | 87 |
|
|
2022
Q1 | $519K | Hold |
5,198
| – | – | 0.18% | 73 |
|
|
2021
Q4 | $519K | Hold |
5,198
| – | – | 0.17% | 76 |
|
|
2021
Q3 | $506K | Hold |
5,198
| – | – | 0.28% | 75 |
|
|
2021
Q2 | $571K | Hold |
5,198
| – | – | 0.31% | 62 |
|
|
2021
Q1 | $536K | Buy |
5,198
+371
| +8% | +$38.3K | 0.33% | 58 |
|
|
2020
Q4 | $458K | Buy |
+4,827
| New | +$458K | 0.3% | 67 |
|